See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,292 | $202,318-90.0% | $172,739-88.3% | $152,861-86.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.61% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,388 | $5,856-76.3% | $5,143-73.0% | $4,762-70.9% |
| Participant deferral / active EE | $5,456 | $5,948-8.3% | $5,198+5.0% | $5,850-6.7% |
| Admin fee / account holder | $673 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |